Leave a Review Fidelity Investments
This app gets worse with every release. Seriously considering moving my accounts now
Aug ‘24 Update: The classic view was great and I used to really like this app over other brokerages. But it just gets worse with every release. It’s like the programmers there need to try to justify their existence and just shuffle the interface around as busy-work without addressing actual concerns. It now takes endless flicks through different screens to see what was once available at a glance on one screen. All that time spent screwing up the interface instead of addressing actual concerns. Like why can’t you type in ticker that you know you traded and see all those transactions in a list? Instead, you have to sort through in 90-day increments rather than do it in one fell swoop. And you can’t even see transactions from a few years ago … the search options only go back a year or two. Please bring back the old, reliable classic version of the app instead of continuing to break it. I believe these App Store ratings are heavily manipulated to appear more favorable than reality since anyone can download the app and rate it instead of just Fidelity customers. They should send out surveys to actual customers and get feedback about the changes to the app interface if they want realistic polling.Show lessPWR71
Developer Response
Hi, thank you for taking the time to provide feedback on our app. We're sorry to read that you've been having a frustrating experience. Your issues have been shared with the appropriate team so they can look into it further.Feels a little dated but good
Overall, I like the app and I probably open it 10 times a day to check on my investments etc. I’m deeply entrenched into the Fidelity financial ecosystem. I have a brokerage account, 401k, Employer RSU, Fidelity Visa credit card and also a cash management account and it’s all managed in the app.
The primary reason I like the app is because I can quickly see all my balances in one place. I even have my mortgage and other external accounts linked in the Fidelity app so I can see my entire financial picture in one place. I’ve also found it easier to deposit checks on the app than with my other bank’s app (Wells Fargo) because it just works without complaining about the image etc.
Some cons. It feels old. I just don’t like the UI very much. Other financial apps seem more polished and modern. The iPhone widget works maybe 25% of the time. Also, Apple Credit Card cannot be linked in the App with other external accounts. And finally, the Credit Card experience leaves a lot to be desired. I don’t like that to manage most thing with your Fidelity Credit Card (like make a payment etc) the Fidelity app sends you to a separate site. It’s not integrated into the app seamlessly.Show lesscsudude
Developer Response
Hi csudude, thank you for taking the time to leave a review. We take customer feedback seriously, and we are constantly making updates to improve our app. We'll send yours along to our development team so they can explore it for future releases. Additionally, if the issue with your widget continues, please visit https://www.fidelity.com/customer-service/contact-us so we can connect to get more information and resolve this.UI upgrade is more of a downgrade
I lost many research options and stock information in the app’s new format that I was forced to use effective June 2024. I don’t have my notes in the stock profile anymore, missing detail analyst ratings with just an average rating given, app using a hyphen for delete action instead a garbage can or word delete.
I find myself using the website more now for the information I need. Similar issues apply to my account portfolio viewing. The advanced chart is gone and current chart period in days or months can’t be viewed or segmented with new chart displaying month, YTD, 1 year, and 3 years. I can’t customize any of the viewing as previously allowed in Classic view, I’m being managed instead by Fidelity developers to see what they think I should see. Forced “Planning” tab for personal financial goals is more important than my “watch lists,” because apparently everyone needs Fidelity guidance in paying their bills rather focusing on investing.
The new UI is now simply unhelpful and I haven’t found one positive thing yet in the new format. Such a disappointment in Fidelity’s decision to use this new UI format. I was 100% happy with the previous Classic UI format that had helpful investing and customization options. Unsure who was used in the testing this UI, but I hope it was actual customers that used the app regularly for investing.Show lessIndy711
Developer Response
Hi Indy711. Thank you for sharing your thoughts with us. We're sorry to learn of your feelings about the new mobile app experience, but we want to assure you that our teams are passing along all customer feedback we receive for further review as we continue to make updates over time.